Can reports be scoped by role?

Yes. The same dashboard shows a sales head their region and a representative their own pipeline, which is what makes it safe to schedule to everyone.

What can I drill into?

Any figure, down to the individual leads or bookings behind it. A number nobody can decompose is a number nobody trusts.

Can I get alerted rather than emailed?

Yes — threshold alerts on any measure. Hearing that cost per booking crossed two lakh beats reading it in Monday's PDF.

What if I do not know how to build the view?

Ask in plain language. Jarvis builds it from live data with citations, and you save the answer as a dashboard.

Custom Report & Dashboard Builder | Reporting & Analytics

The problem teams live with

Leadership shouldn't wait two days for a static MIS deck that's already stale, and three teams shouldn't walk into a review with three different numbers. Off-the-shelf reports never quite match how a specific developer runs its business, and getting a new view usually means a ticket to IT and a wait.

How Sell.Do solves it

Sell.Do ships 100+ built-in reports and lets anyone build the rest with a drag-drop report and dashboard builder — pick the object, the metrics, the grouping and the filters, and save a role-scoped view. Schedule it to inboxes, subscribe to threshold alerts, and drill from any top-line number to the exact lead or booking behind it. And for the questions you didn't pre-build, just ask in plain language and Jarvis returns a cited answer over your live data.

How it works

Custom Report & Dashboard Builder, step by step

1Drag-drop report builder
2Role-based custom dashboards
3Scheduled & subscribed reports
4Ask-your-data (NLP)

Drag-drop report & dashboard builder, role-scoped, schedulable — plus natural-language answers over live data.

What you get

Built for the real workflow

Drag-drop report builder
Role-based custom dashboards
Scheduled & subscribed reports
Ask-your-data (NLP)

✦ Jarvis AI

Ask your data — get a dashboard back

Type “show cost-per-booking by source for the last 90 days” and Jarvis builds the view from live data with citations — no report ticket, no analyst, no wait.

100+

Built-in reports

Drag-drop

Custom builder

Ask-anything

NLP over your data